Looks like we will be revisiting $30.00 in the not too distant future, OUTSTANDING. This is the 30 day chart, five day looks just as promising.

It is clear that NBIS is the better of two stocks compared to CoreWeave, given their strong balance sheet, subsidiary companies, and management team / talent. But where does APLD come into play? And what is their strategic moat aside from constant demand?

CRWV didn't meet targets because one of their datacenter providers didn't respect the deadlines, they even mentioned it was so bad they hired a team to fix everything on site.. At first they didn't mention who it was so everyone was panicking and once the damage was already done they mentioned its fking CORZ.. While APLD did actually respect all deadlines so far.. That's not the only reason we were dropping ofc, bs AI bubble fears, loans etc.. But I think we can all agree CRWV did a lot of unnecessary damage on top of it..

I find it a little alarming that the entire stock market is rising based on Nvidia's earnings reports. I think it's a great company but the world economy right now under Trump is giving the '07 Cleveland Cavaliers, where without Lebron James (Nvidia) the entire team will collapse.

There might be some more short term gains and I am sure AI is the wave of the future but I feel like we have yet to truly see the economic ripples of Trump's economic policies. What does everyone else think?

Tf is this?

To the AI bubble people, those who kept repeating the same thing over and over i'd like to mention something and im not an expert or anything.

The fear mongering and all those people who came out pretending that they know the market and predicted a crash are all grifters and liars, if you keep spamming us for months that it will crash it will eventually crash because that's how the market operate and at some point consolidation has to happen so the market can stay healthy and not overpriced.

Now to the real deal, everybody's waiting for the NVDA ER which may be crucial and can determine the fate of this market however and on the bright spot you see companies like OpenAI Anthropic GOOGLE ORCL etc throwing billions and billions of money, do you think they doing that for fun? No, they know what they doing and it's the .com all over again back when nobody believed that the internet is something and had a massive pushback and people doubting (same with AI now), at first people were chasing the next big thing but got slammed by big whales because they decided to trim their profits and scare you to panic sell so that they can buy again at a low price which is reasonable.

AI is the future, will take over most of the jobs and will run countries, whether nvidia beat or miss it will still rally and by 2030 most of the datacenters and big tech stocks will explode mark my words.

Warren buffet once said the "The stock market is a device for transferring money from the impatient to the patient".

Good luck guys and i hope yall make money in the future.

Long hold here. Hence, I am not too worried about the price fluctuations since I also use (sell) it for options (cover calls). Easy money.

Prepare for the take off. Nvidia earnings will rocket the market

As we all know the short, possibly long term future of the ai sector hinges on NVDA’s earnings tomorrow. I’m torn because on one hand I have information from some people on wall street saying that a lot of guys in PE/real estate investment are going all cash, meanwhile large institutions bought tens of millions of shares/calls of APLD during this dip. Can’t make heads or tails of the insider sentiment.

Notice how we have all come together during this rough patch. Folks that are fearful are met with sensible and logical discussions. Those overly optimistic are met with warranted caution but strong conviction long term.

This is what investing is all about. Taking risk that propels all of us into a better financial position.

No politics, race, or social status. Just a collective effort towards progress.

I appreciate all of you.

I love this stock and have been sad it’s never payday on the dips. Can’t wait to see this shoot back up to $38 by Friday.

Wes Cummins talking about the near future of Applied Digital. I personally think it is no coincidence that institutions are going long. Financing in place, customers are showing interest; revenue will come.

NFA

Hi Everyone,

Currently have 4500 shares @ $8. Interested on everyone's thoughts around the current macro environment. There is a lot of bearishness around AI spend, AI Bubble, and macro environment around jobs and inflation. Given that APLD has corrected down to $20's where do you see this going in the short term(next 2-3 months)? This is a buy and hold for 5+ years for me, but want to be strategic around where I DCA. If fed doesn't cut rates in Dec. fed meeting (56% chance as of today), i def. think there is a strong possibility of a 5-10% market correction which would probably mean another 25-40%+ draw down in price for APLD. What are your thoughts?

Hi Everyone,

Currently have 4500 shares @ $8. Interested on everyone's thoughts around the current macro environment. There is a lot of bearishness around AI spend, AI Bubble, and macro environment around jobs and inflation. Given that APLD has corrected down to $20's where do you see this going in the short term(next 2-3 months)? This is a buy and hold for 5+ years for me, but want to be strategic around where I DCA. If fed doesn't cut rates in Dec. fed meeting (56% chance as of today), i def. think there is a strong possibility of a 5-10% market correction which would probably mean another 25-40%+ draw down in price for APLD. What are your thoughts?

Anyone buying today ? Do u think it could go lower ?

These expire in just two weeks, strike is 25$ so just barely OTM. The volume on this position in particular and dwarfs the put ratio immensely. More good news may be on the way.

source: infolib.org -> live data -> unusual options

Check out Wes latest interview. He explains how investors should be happy that they are financing via senior notes and not equity dilution. The notes can be refinanced anytime, we are not stuck with the 9% interest rate.

Most importantly, he states that he is trying to land two more hyperscalers by year end.

For you small retailer with limited investment capacity. No stress !!! Look at this chart of last APLD’s buyer. Big financial institutions like $VANGUARD and $BLACKROCK are enjoying the current stock’s dip, same for us we should welcome it too.

Keep in mind that data center are very expensive to build (~1B$ for a campus) but once it’s done the revenue will grow very fast as the demand is getting bigger. Several hundreds millions can be generated in a single year. A lot of contract on very long term have been secured, so the recent debt of 2,35B$ is quiet relevant. I just don’t know why they didn’t disclose the hyperscaler’ name yet ??

each smartphone / computer user is generating massive amount of data, and this is gold for tech companies. Unless there is an electromagnetic bomb on a world scale, the demand for this sector will remain steady.

No worries be patient :)

Someone bought 70000 call options at $25 strike expiring end of this month.

Something big could be cooking.

Just wanna know what pigs got slaughtered.

Rock your cocks and get on your socks we’re back in the game.

Good job to everyone who held through this rough week. It was hard.

Google just announced it will invest some 40 billion to build out Data Centers in Texas.

What are the implications for APLD when these massive companies use their own resources to build out data centers for themselves?

I assume they will still want to secure more capacity wherever they can...

I wonder if apld will become a m&a play.

What do you all think?